Pipeline Alert: Academy Securities ECM Trigger

🚀 Battle Card: Academy Securities

• Justin Condreay, Managing Director, Head of Equity Capital Markets · 🔗 [LinkedIn](https://www.linkedin.com/company/academy-securities-inc-/)

• This Academy Securities sales trigger highlights a proven veteran leader ramping up ECM at a niche veteran-owned bank, opening doors for high-profile IPOs → Source

• New ECM leadership needs streamlined deal pipeline visibility

• Tight regulatory requirements demand robust compliance workflows

• Primary: Capital Markets CRM integration → real-time deal pipeline insights

• Expansion: Compliance automation platform → regulatory risk mitigation

• HQ: New York, NY

• Employees: ≈ 200

• Rev: ≈ $50 M

• Website: [academysecurities.com](https://www.academysecurities.com/)

🤼 Competitive Intel

• Salesforce — CRM / Deal Tracking
• Unique edge: Wide financial services ecosystem
• Evaluated by Justin Condreay for integration depth

• DealCloud — Deal Management
• Unique edge: Built-in pipeline analytics for banks
• Evaluated by Head of ECM for custom workflows

• Ipreo — Capital Markets Intelligence
• Unique edge: In-depth market and investor data
• Evaluated by Dir. Capital Markets for advisory fit

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑real-time deal pipeline insights❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Justin
COMPANY     = Academy Securities
DEPT        = Equity Capital Markets
SIZE        = ≈ TBD
BOTTLENECK  = streamlined deal pipeline visibility
EVENT       = Justin Condreay Joins Academy Securities as Managing Director, Head of Equity Capital Markets
DETAIL      = Joins as Managing Director, Head of Equity Capital Markets
PAIN        = tight regulatory requirements demand robust compliance workflows
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250930760319&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 200
REV_EST     = ≈ $50 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Equity Capital Markets

Justin—noticed your Equity Capital Markets team is ≈ TBD.

That’s when streamlined deal pipeline visibility slows growth.

We helped ≈ TBD fix this with real-time deal pipeline insights.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Joins as Managing Director, Head of Equity Capital Markets — tight regulatory requirements demand robust compliance workflows.  
real-time deal pipeline insights. ≈ TBD.  
Quick chat?